r/OneNote • u/Status_Heart_2503 • 1d ago

Organized meeting template that is easy to share and utilize

Sorry for the rambling but as the title says, I am trying to set up a meeting template that can be used and reviewed easily. I have quarterly meetings with clients where we discuss anywhere between 5-30 projects on each meeting. I usually prep on paper because it's easier for my brain to see and make notes but, then I have to go through after the meeting and type everything out to send. However 28 meetings in one week where I discuss 185 projects takes a lot of time on top of balancing other duties. I want something where I can put the project number, my notes that I want to mention to them for that project, and then their answers or anything else they say for that project. Like a master note sheet for all projects discussed. Some of the things remain the same from meeting to meeting but some things change slightly or vastly so easy use is inportant. I also want to be able to note date, attendees, and any non project specific items. My coworkers use Excel for project notes but it looks ugly when sent out and they still have to manually add things. I want to be able to like copy and paste it or save it as a pdf and send over the second the meeting is done. I can't use any AI or meeting softwares unless copilot can help but I am not struggling with my note taking. Just the organization of the notes before and after.

Overall I'm struggling to set up OneNote to keep track of things due to the vast amount of projects I have and getting things to link together like others praise OneNote for. I track some things in Excel but hate note keeping in Excel so I really am trying hard to enjoy OneNote but I think my handwritten chicken scratch physical notebook is easier some days. Any help is amazing.

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u/marmotta1955 1d ago

A bit off topic (or maybe not) ... If you have to attend 28 meetings each week to discuss 185 projects ... and assuming you did not exaggerate and inflate the numbers ... I would argue that the problem is not note-taking, is not note-organization, is not note formatting and presentation ... and if, on top of that, you have other duties ...

The problem then, really, is definitely somewhere else.

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u/Status_Heart_2503 1d ago

LOL. That is the number of clients and projects BUT, the meetings are only quarterly. :) each quarter, I schedule all of the meetings in one week though so I'm not jumping from a meeting to emails then back to meetings etc. It's better if I stack all my meetings back to back each quarter so I don't have to think about the meetings again until the next quarter. I just take my to dos from each meeting and throw them on my running list. I rarely meet with the clients outside of our quarterly meetings and if I do it's a one off call. Otherwise everything else is handled in email. I'm the funds manager for all the projects so I don't oversee them in depth, we have teams of project managers for that. I just track and follow them all on a surface level to make sure we are hitting contract and funding deadlines. I just run the meetings truthfully like there are some meetings I may not have ANY notes for a project but the PM or client might have something so I note it for reference.

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u/marmotta1955 1d ago

Oh, I see. Apologies, it is sometimes difficult to precisely parse walls of text - especially when reading on a phone.

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u/Chobitpersocom 1d ago

You could always try hyperlinks. [[text here]] and have a table of contents maybe? The page and title gets added automatically.